Job Description

Job Description

Job Description

We are seeking an Administrative Executive Assistant to join our team! You will provide high-level administrative support for an Executive at our company.

Responsibilities:

• Handle administrative needs of Executive
• Arrange conference calls and meetings
• Plan work-related travel details
• Receive visitors
• Train and supervise lower-level clerical staff
• Maintain and order supplies
• Proactive calendar management including travel arrangements and scheduling client meetings for CPA
• Track mileage to client site for CPA
• Direct calls and respond to client correspondence and inquiries
• Check voicemail and print call log daily
• Develop and maintain workflow database using computer software systems and manual filing systems to help ensure timely completion of client requests
• Coordinate receipt of monthly accounting information from accounting clients to ensure timely completion of financial statements
• Data entry into QuickBooks for accounting clients
• Complete individual income tax returns
• Perform general administrative duties including but not limited to the following:
  • photocopy, fax, scan, mail and filing client documents
  • complete and update client engagement letters
  • prepare print, assemble and package financial reports and tax returns for delivery to client
  • Organize and maintain cleanliness of common work areas and break room
• Order and maintain adequate office supply levels
• Process and log payments for all client services including following up on accounts receivable

​ Qualifications:

• Associate’s or Bachelor’s degree Business Administration plus
• Previous experience as an executive secretary, administrative assistant, or in other related fields
• Three to five years of experience in administrative support with an accounting or law firm
• Detail oriented with excellent analytic and problem solving skills
• Ability to prioritize and multitask
• Strong attention to detail
• Excellent organizational skills
• Dependable and punctual
• Must possess excellent written and oral communication skills
• Ability to establish and build rapport with clients
• Self- motivated, has the ability to multi-task and ability to work in a dynamic fast paced environment
• Strong computer skills spreadsheet and word processing, PDF Files
• Ability to work under pressure and meet critical deadlines
• Willingness to work flexible schedule during “tax “season

Full Service CPA Firm located in Atlanta GA

Company Description

Full Service CPA Firm located in Atlanta GA

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